Innovative Portfolio Insight & Rebalancing for Investment Advisors

Our trading and rebalancing software is the most powerful, yet intuitive way to manage your client portfolios. Our software is supported by an experienced team with more than a decade of experience building software solutions for the wealth management industry. It’s time for a new industry standard in portfolio rebalancing.

Our Software

What can our software do for you?

Our software seamlessly integrates with the software and system you already use allowing your firm to be software agnostic. We fully support most major custodians and portfolio management systems as well as service and analytics partners.

Straight-through trade routing to virtually every custodian and brokerage firm in the country to simplify your trade execution. Institutional-grade Trade Order Management (TOM) available that includes block trading, order sets, and algorithmic trading.

AdvisorPeak’s service and support team is unmatched in the industry. From onboarding to troubleshooting we will be there to guide your team every step of the way. Our software is a result of years of feedback from our clients, your voice matters.

Intuitive User Experience

AdvisorPeak started from the ground up, creating an entirely fresh and focused user interface. From onboarding to setting up models to managing accounts, trading and rebalancing, our updated interface feels natural and intuitive.